Bespoke Investment Goup


 

Log-in here if you’re a member with access to the Closer. In tonight’s Closer sent to Bespoke Institutional clients, we highlight a potential turning point for the US Dollar index and what that might mean for the stock market.

cap Closer dollar in log market revenues small stock tonight

 

Bespoke Model Portfolio Update: 8/9/17 [-0.50]

Posted on Aug. 9, 2017, 7:36 p.m. by Bespoke Investment Goup @ [source]

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ETF Trends: US Sectors & Groups – 8/9/17 [-0.50]

Posted on Aug. 9, 2017, 7:35 p.m. by Bespoke Investment Goup @ [source]

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Crude oil inventories dropped more than expected this week, posting the sixth straight weekly decline and the 16th weekly decline in the last 18 weeks. Over the last five weeks now, crude oil inventories have declined by 27.5 million barrels, which is the largest five-week decline since the beginning of 2014.

averages barrels crude oil decline historical inventories levels stockpiles week weekly

 

Labor Day is now less than a month away and with many schools around the country starting back to school in the next couple of weeks, the Summer driving season is starting to wind down. Looking ahead, prices typically decline sharply after Labor Day, but since prices never ran up in the Spring, perhaps they won’t see the typical decline in the fall.

gain gallon gas Labor National pattern school typical years YTD

 

Log-in here if you’re a member with access to the Closer. In tonight’s Closer sent to Bespoke Institutional clients, we try to set the story straight on breadth and the impact of indexing on the market.

access breadth Closer deeper global in insight log market member

 

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ETF Trends: Hedge – 8/8/17 [-0.50]

Posted on Aug. 8, 2017, 5:48 p.m. by Bespoke Investment Goup @ [source]

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Less than three months ago back in mid-May, emerging market stocks led by Brazil went into a tailspin on reports that Brazilian President Michel Temer was under investigation in connection with a corruption scandal. In the last two days, the index has rallied more than 2% and is back within spitting distance of the levels it traded at before the investigation was disclosed after rallying more than 12% from its lows.

Brazil Brazilian emerging extremely Ibovespa investigation investors market rebound sentiment

 

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Yesterday’s trading session represented the 150th trading day of 2017, and so far investors have nothing to complain about. Earlier today, we took a look at years that had the most similarity to 2017 in terms of the pattern of daily closing prices to see which years since 1928 have the greatest similarity to 2017, and more importantly, how the S&P 500 performed for the remainder of each of those years.

complain gain investors ranks remainder represented session similarity trading years

 

Small Business Confidence Bounces Back [0.04]

Posted on Aug. 8, 2017, 1:35 p.m. by Bespoke Investment Goup @ [source]

After five straight months of declining or flat readings in small business optimism, July’s update from the NFIB showed a big turnaround. This puts the index back within a point of its cycle high and indicates that despite a lack of progress in DC, small business owners are seeing improved conditions on the ground.

biggest business owners cited issue Labor poor quality reading sales small business

 

Log-in here if you’re a member with access to the Closer. In tonight’s Closer sent to Bespoke Institutional clients, we focus on all of the “bubble” chatter we’ve been hearing lately regarding the stock market and the Tech sector more specifically.

access bull Closer deeper in insight log market member tonight

 

One of the more popular articles making the rounds today concerns the rally in Hong Kong equities and the scope of the rally in its Hang Seng Index.

The argument regarding Tencent and its impact on the performance of the Hang Seng reminds us of one we have been hearing all year with regards to the S&P 500 and the disproportionate impact that the largest stocks in the index have had on its performance.

breadth cumulative gain Hang Seng index lack rally stocks Tencent warning

 

ETF Trends: US Indices & Styles – 8/7/17 [-0.50]

Posted on Aug. 7, 2017, 4:46 p.m. by Bespoke Investment Goup @ [source]

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DJIA New Closing Highs By Year [0.10]

Posted on Aug. 7, 2017, 3:47 p.m. by Bespoke Investment Goup @ [source]

The DJIA came into the week riding a streak of eight straight trading days of record closing highs and is currently on pace for a ninth straight record close. As recently as 2014, the DJIA saw 38 record closes and the year before that there were 52.

closes closing closing highs DJIA highs months rank Record straight years

 

Bespoke Stock Seasonality: 8/7/17 [-0.50]

Posted on Aug. 7, 2017, 2:46 p.m. by Bespoke Investment Goup @ [source]

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Bespoke Brunch Reads: 8/6/17 [0.16]

Posted on Aug. 6, 2017, 12:30 p.m. by Bespoke Investment Goup @ [source]

Welcome to Bespoke Brunch Reads — a linkfest of the favorite things we read over the past week.

See this week’s just-published Bespoke Report newsletter by starting a no-obligation two-week free trial to our premium research platform.

Bespoke Brunch favorite linkfest links market news past reads things